• Make sure you have an up-to-date will (or living trust) that reflects your charitable objectives. Without these documents, you surrender control of your property and assets to the courts.
  • Contact your financial advisor (financial planner, attorney, accountant) and ask for help in establishing a charitable gift.
  • Think beyond cash-you can leave stocks, real estate, insurance policies and personal property to charitable organizations.
  • Make your favorit charity a beneficiary of your life insurance, pension plan or IRA.